Baker Tilly Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Sell |
20,434
-736
| -3% | -$31.9K | 0.32% | 70 |
|
|
2025
Q1 | $801K | Buy |
21,170
+4,950
| +31% | +$187K | 0.31% | 79 |
|
|
2024
Q4 | $618K | Buy |
16,220
+2,081
| +15% | +$79.2K | 0.24% | 100 |
|
|
2024
Q3 | $706K | Buy |
14,139
+2,635
| +23% | +$132K | 0.31% | 81 |
|
|
2024
Q2 | $559K | Sell |
11,504
-14,003
| -55% | -$681K | 0.23% | 106 |
|
|
2024
Q1 | $1.2M | Sell |
25,507
-666
| -3% | -$31.3K | 0.22% | 108 |
|
|
2023
Q4 | $1.11M | Sell |
26,173
-1,712
| -6% | -$72.9K | 0.18% | 124 |
|
|
2023
Q3 | $1.04M | Sell |
27,885
-15,351
| -36% | -$572K | 0.17% | 126 |
|
|
2023
Q2 | $1.73M | Buy |
43,236
+605
| +1% | +$24.2K | 0.18% | 122 |
|
|
2023
Q1 | $1.74M | Sell |
42,631
-381
| -0.9% | -$15.6K | 0.2% | 112 |
|
|
2022
Q4 | $1.63M | Buy |
43,012
+5,024
| +13% | +$191K | 0.2% | 118 |
|
|
2022
Q3 | $1.04M | Buy |
37,988
+7,728
| +26% | +$211K | 0.14% | 151 |
|
|
2022
Q2 | $885K | Buy |
30,260
+10,836
| +56% | +$317K | 0.12% | 192 |
|
|
2022
Q1 | $966K | Buy |
19,424
+1,523
| +9% | +$75.7K | 0.11% | 204 |
|
|
2021
Q4 | $747K | Buy |
17,901
+3,090
| +21% | +$129K | 0.08% | 270 |
|
|
2021
Q3 | $482K | Buy |
14,811
+3,460
| +30% | +$113K | 0.06% | 321 |
|
|
2021
Q2 | $421K | Buy |
11,351
+2,188
| +24% | +$81.2K | 0.07% | 316 |
|
|
2021
Q1 | $302K | Buy |
9,163
+422
| +5% | +$13.9K | 0.06% | 357 |
|
|
2020
Q4 | $227K | Buy |
+8,741
| New | +$227K | 0.07% | 296 |
|